Bee's Knees 10.0

This document summarizes major improvements and fixes introduced in the Pricefx Unity release version.

Version

Unity Bee’s Knees 10.0.0

Release Date

January 29, 2023

Release Type

Public

In this document:

Technical Requirements

Supported Platforms

Pricefx Unity interface is supported on the following hardware/platform combinations:

Unity Version / Platform

Standalone UI

Salesforce

SAP C4C

MS Dynamics

Unity Version / Platform

Standalone UI

Salesforce

SAP C4C

MS Dynamics

Desktop

  • Chrome

  • Firefox

  • MS Edge

  • Chrome

  • Firefox

  • MS Edge

  • Chrome

  • MS Edge

Mobile

  • iPad + Safari

  • iPhone + Safari

  • Android + Chrome

  • iPhone + Salesforce app

  • iPad + Salesforce app

  • iPad + Safari + Salesforce (in browser, no Lightning)

 

 

Note: Firefox does not support interceptors. If your implementation contains interceptors, use Chrome or MS Edge.

Minimum Software and Hardware Requirements

Hardware and Network

A modern computer with at least 8 GB RAM (more memory is necessary for multiple browser tabs opened simultaneously).
Reasonable network bandwidth (at least 8 Mbps) and latency (50 - 200 ms).

Web Browser

Only the latest version of each of the above listed browsers is supported. We strongly recommend using the 64-bit browser version.

Excel Client

  • MS Office 2013 or higher on Windows
    Versions down to MS Office 2007 are expected to work as well but Pricefx does not fix issues related solely to these older versions.

  • .NET Framework 4.5 or higher (due to increased security requirements)

Compatible Pricefx Backend Version

The minimum required Pricefx version for this release is Bee’s Knees 10.0.0.

Other Supported Components

Highcharts and Highmaps used in charts/dashboards: version 10.3.1

Upgrade Troubleshooting

If you experience any functionality issues after upgrading to Bee’s Knees 10.0, see the troubleshooting section that provides solutions to reported problems:

Note: When upgrading to version 10.0 from version 9.3 or lower, the migration script executes the resaveFormulas command by default. This command does not change the logic or the Last Update Name but it sets the Last Update Date to the time of the execution.


The Main Features Since the Last Public Release

Since the last major public release, Hurricane 9.0, the following major new features have been introduced:

  • Price List impact simulations – Assess the business impact of the assumed updates of list prices, involving all elements of the price waterfall.

  • Flexible calculation grid – Mass-manage supplier costs, promotions, products, customers and other data. Processing and calculation w/o tying to SKUs.

  • Promotion calendar – Manage and view your upcoming promotions, markdowns, and rebates for the next period in a single view.

  • Quote reasons – Track reasons behind lost deals as part of Quote details.

  • Contextual actions – Create buttons, links and actions to speed up workflows and pass contextual data across the application.

  • Notifications – Define and get notifications for asynchronous actions (e.g., calculation, export, workflow results).

  • Integration with SAP – Leverage SAP Integration Suite (BTP) to integrate Pricefx with SAP S/4HANA through a new Pricefx SAP Integration Adapter.

  • Visual configuration – Visually design and configure basic and advanced pricing strategies and deploy them without coding (pre-release).


New Bee’s Knees Features

Dashboards

Description

ID

Description

ID

The asynchronous download is applied when exporting individual portlets to XLSX.

PFUN-13425, 17352

Promotion calendar – Manage and view your upcoming promotions, markdowns, and rebates for the next period in a single view.

PFUN-14613

Analytics

Description

ID

Description

ID

Distributed calculation can be configured also in the Unity UI. Logics for distributed calculations can be created in Logics > Analytics Calculations.

PFUN-11437, 16741

Asynchronous download of data to Excel (XLSX, CSV) is applied when downloading Analytics data tables.

PFUN-13925, 16659, 17371

Improved message informing users that a Data Load cannot be run because the previous Data Load job is still running.

PFUN-17134

In the Analytics module data tables (except for Data Loads), the Export button remains active after starting an asynchronous download enabling you to do some data filtering and click the Export button again to download another file.

PFUN-17724

Price Setting

Description

ID

Description

ID

The setting in Price List Default Logics (Configuration > Defaults for Price Lists and LPGs) is applied also to Live Price Grids. If you use this feature in your configuration, add all the used LPG logics to the list.

PFUN-17897

Calculation Grids for managing large data not tied to SKU are available inside the Price Setting module.

PFUN-14792

Quoting

Description

ID

Description

ID

Quote reasons – Select a predefined reason and add a comment on why a particular offer has been lost. Track and analyze the collected data.

PFUN-11081

Optimization

Description

ID

Description

ID

View preferences can be saved for dashboards in Model Classes.

PFUN-13033

You can set a boundary for List Price change in PW Accelerator.

PFUN-15024, 16820

Product recommendation is supported in Model Classes.

PFUN-16069

Price List / Live Price Grid impact simulation – A visual impact assessment tool that allows Pricing Managers to use updated list prices to simulate the potential impact of the new prices on their business.

PFUN-16348

Segment optimization: For Margin% target type, if the score is 0, the target percentile will be minimally 50, even if the floor user input is lower than 50. With the same logic, maximum target value of 50 applies to Discount% type.

PFUN-16485

PO AI Accelerator: Possibility to set a boundary for list price change for specific Price List to be able to properly steer the change of list price and adjust the price waterfall.

PFUN-16820

Drop-down lists with selectable values are available for inputs on PO AI Accelerator’s Evaluation tab.

PFUN-17028

Element timeouts are ignored in Analytics Distributed Calc and Model Object Calc (it was already the case for Analytics Calc and DMM Calc). Element timeouts are ignored, for all those calc, in Analytics operations (loadTable, dataloader, etc.). As always, this does not apply to libraries timeouts!

PFUN-17810

Agreements & Promotions

Description

ID

Description

ID

With the new Agreements & Promotions Types you can speed up the process of creating new Agreements/Promotions. An Agreement & Promotion Type is a template that specifies the header, Condition Type filtering and workflow logics and the JSON configuration for dynamic tabs.

PFUN-14087

Default logic can be set in Agreements & Promotions - Condition Types filter logic.

PFUN-17124

Agreements & Promotions user roles have been provided with the permissions to work with A&P Types. In addition, the "Manage Price Records and Condition Types" user role has been renamed to "Manage A&P Module" to better reflect its scope (its code name is still CM_CONTRACTMANAGER).

PFUN-17150

Sales Compensations

Description

ID

Description

ID

Electronic signing via DocuSign is available for Compensation Plans.

PFUN-15845

The parent logic functionality (logic elements are inherited by the child logic) is available for Sales Compensation logics.

PFUN-17181

Master Data

Description

ID

Description

ID

Asynchronous download is available for exporting the Sellers data table to Excel.

PFUN-15179

Tables

Description

ID

Description

ID

Grouping data by column values is available in Customer and Product pickers.

PFUN-15246

Charts

Description

ID

Description

ID

Asynchronous download is applied when downloading charts' Data tab to an Excel file.

PFUN-8175, 17352

Highcharts: The boost module is enabled by default and the triggering threshold can be set in Configuration > General Chart Settings. Applies only to chart types that support the boost module.

PFUN-15558

Administration

Description

ID

Description

ID

On cloud-based Kubernetes clusters, an aggregated log viewer powered by Grafana Loki is available. Besides filtering and searching, it enables you to view log history for the last 30 days.

PFUN-17523

Configuration

Description

ID

Description

ID

You can now define the size of user input element using the width property in formattiongOptions. Accepted values are: small, medium, large, max.

PFUN-8599

Asynchronous data upload is available with the /loaddata.file/{TypeCode}/async endpoint.

PFUN-14638

The following feature flags have been implemented for React detail pages: rebateAgreementInput.idField, rebateAgreementInput.valueField, customLogoutURL, useCustomLogoutURL,

PFUN-14672

The clicmanager.calculate (React) endpoint returns info when a folder is added, renamed or deleted or an input or output is added or updated from header logic.

PFUN-15624

The new API endpoint /clicmanager.fetchitemuniquetypes/{typedId} retrieves SKUs already added to a document and other details.

PFUN-15786

A basic set of intercepted methods for Sales Compensations has been added.

PFUN-16239

The api.isSyntaxCheck() method has been renamed to api.isInputGenerationExecution() so that its name better reflects its actual usage.

PFUN-16763

The two API endpoints graphql and graphiql are no longer available.

PFUN-16879

Generated javascript documentation for interceptor methods and the available APIs is now available at: https://developer.pricefx.eu/internal/javascriptdoc/develop/

PFUN-16933

Groovy API: Two new methods Filter productToRelatedObjectsFilter(String relatedObjectTypeCode, ProductGroup productGroup) and Filter customerToRelatedObjectsFilter(String relatedObjectTypeCode, CustomerGroup customerGroup) can be used to fetch a group of customers / products based on the given picker.

PFUN-17287

Added bulk load support for COAR data type. It is now possible to use it with api.addOrUpdate(String, List) Groovy API and loaddata, loaddata.file and importfile REST endpoints.

PFUN-17298

General

Description

ID

Description

ID

Quotes, Agreements/Promotions, Rebate Agreements, Compensation Plans: Customers and products selected in the header input parameters will be displayed as placeholders in the Customer/Product inputs on line-item/folder level on the Items tab.

PFUN-11140

Quote, Rebate and Compensation Types can now be assigned a label that will be used instead of unique name on Quote, Rebate Agreement and Compensation Plan list and detail pages allowing more flexibility for users - unlike unique name, a label can be renamed anytime. This means that the default type’s name (uniqueName) cannot be modified anymore and it will always have the value __DEFAULT__ (Default).

PFUN-12140

The Documents tab is supported as configurable tab in React detail.

PFUN-12904

New app notifications – Define and get notifications for asynchronous actions (e.g., calculation, export, workflow results).

PFUN-13535

Context linking – Buttons, actions and links can be configured to pass contextual data (e.g., customerID, SKUs, etc.) to other parts of the app.

PFUN-14870

Products or Product groups selected on the Rebate Agreement or Compensation Plan header tab are displayed in the new Product(s) column on the Rebate Agreements / Compensation Plans list page. They are also displayed in Rebate and Compensation Records.

PFUN-16398

External Applications item has been added to the Module menu. It will list external apps defined in Advanced Configuration Options. The menu is visible only to users with a specific business role.

PFUN-15610, 16294

You can display a button for switching to the React version of Quoting, Agreements & Promotions or Rebates for users that still use the old Ember UI.

PFUN-15650

Quotes, Rebate Agreements, Agreements/Promotions, Compensation Plans: Input fields on the Header tab are organized in a more user friendly way, saving space on the screen.

PFUN-15998

Products or Product groups selected on the Rebate Agreement or Compensation Plan header tab are displayed in the new Product(s) column on the Rebate Agreements / Compensation Plans list page. They are also displayed in Rebate and Compensation Records.

PFUN-16398

Quotes, Rebate Agreements, Agreements/Promotions, Compensation Plans: For better orientation, collapsible input sections have now gray background and their beginning and end are highlighted with a horizontal line.

PFUN-16758

When the user tries to access a restricted page, the displayed dialog informing about the restriction now has a Home button that takes the user to the home page (rootPage).

PFUN-16813

When creating a new Quote, Rebate Agreement, Compensation Plan or Agreement/Promotion the drop-down list with available Types is sorted alphabetically for easier orientation.

PFUN-16929

Asynchronous download is applied when exporting ResultMatrix to Excel.

PFUN-17352

Bug Fixes

Description

ID

Description

ID

Unity calls accountmanager.fetchusers but should call workflowdelegationmanager.fetchusers to obtain users.

PFUN-10181

SAML Metadata file ACS URL doesn't contain trailing slash.

PFUN-10219

Quick filters: If users want to search based on multiple conditions, they have to wait until the first condition finishes to jump to next field to enter value to search.

PFUN-12435

JST history is not available in UNITY (CFS, PL, LPG, SIM, CL, Import/Export/Archive, R-Calculations, SC-Calculations and Q/CT MassUpdate).

PFUN-12763

Waterfall chart: Exporting XLS with incorrect column header for auto-calculated adjustment point.

PFUN-12798

LPG dynamic filter is nor removing hard-deleted SKUs from matrix LPG.

PFUN-13857

Rebate Agreements (React): Duplicated values are shown in drop-down list when user types a search string.

PFUN-14126

Product Extensions: After changing the label of the SKU column, the new label cannot be used in api.find (exception thrown).

PFUN-14348

Multi-tier user input is saved even if it is only partially filled in.

PFUN-14724

Calculation time (delta) is not displayed correctly in JST in Unity for calculations over 1d.

PFUN-15124

Interceptors: When the methods quotesListPreferencesLoad / contractsListPreferencesLoad / rebateAgreementsListPreferencesLoad are activated, preferences are not available in the Show Table Settings menu.

PFUN-15262

Analytics to Price Setting mapping: Only Data Sources are selectable for mapping in Unity.

PFUN-15606

Analytics: Advanced Filter equals operator is case sensitive (affects fields that are marked as key in DS/DM).

PFUN-15613

LPG: Item with null result price should not be auto approved.

PFUN-15647

User with Investigate for Support user role can create new users and assign roles to them.

PFUN-15906

It is impossible to log in after password change in AWS clusters.

PFUN-15960

Interceptors: Missing read-only context for Agreements/Promotions.

PFUN-16246

JobTracking: Error on "Initiating Calculation" status filter.

PFUN-16345

Issue with selection of grouped Boolean inputs in Quote line items.

PFUN-16352

Sales Compensations: No value displays under Calculation Context of Job/Task Tracking.

PFUN-16417

Datamart export query performance in Godfather due to ccy DS join.

PFUN-16419

Custom Forms list: Dynamic button label is not displayed in app embedded in Salesforce.

PFUN-16539

Data Change Request list: Workflow Status field (also other fields) is not updated when you e.g. Submit DCR in detail.

PFUN-16603

Groovy methods dmCtx.streamQuery() and dmCtx.consumeData() lack throttling.

PFUN-16613

Import to PX doesn't not work when importing records in Excel containing the thousand separator in numeric columns.

PFUN-16631

Interceptors configuration: When filtering methods, the contractsDetailOpen method is listed several times.

PFUN-16833

UI (React): Submit button is active after recalculation even if there is a critical alert on line item.

PFUN-16904

PO AI accelerator: User is unable to change mapping from the default setting if there is no segmentation model corresponding to the product group and customer group.

PFUN-16934

Dashboards: When trying to edit a waterfall or waterfall comparison chart, the default waterfall / waterfall comparison chart is opened in Chart Settings instead of the actual chart.

PFUN-17011

Waterfall / waterfall comparison charts: The calculation formula of the previous waterfall element is changed when editing the current element.

PFUN-17043

Switching between dashboard that share the same configurator makes the second dashboard load indefinitely.

PFUN-17113

Error without any details is displayed when user without View Rollups role tries to access a chart where the data source is a rollup.

PFUN-17155

Customer Insights Global View dashboard does not work properly on Firefox.

PFUN-17266

Label translation defined in Datamart is not applied to chart in dashboard.

PFUN-17289

Quoting, Agreements&Promotions, Rebates, Sales Compensations: User that has no user group assigned can see and use user-group-restricted header type.

PFUN-17292

The userGroupViewDetails column in Agreement & Promotion, Rebate Agreement, Compensation and Custom Form Types has an incorrect label “User Group (View Detail)” instead of the correct “User Group (Can Use)”.

PFUN-17293

Rebate Agreements, Compensation Plans: Asynchronous mode is not applied when adding a line item.

PFUN-17334

It is not possible to drag and drop filters in Mass Actions configuration dialog.

PFUN-17336

When a product is added to Quote, refreshing the page or recalculation is necessary to display all the line items generated by header logic.

PFUN-17337

Scheduled Data Load: The pre-selected default value “1” is highlighted as missing required input. Also, the value “0” (for a non-repeating job) is incorrectly not allowed by the validator in the UI.

PFUN-17338

Error is thrown when grouping by in the "My Pending Creation Workflows" portlet.

PFUN-17355

NullPointerException when trying to delete some Custom Forms from listing table.

PFUN-17434

Quotes, Agreements/Promotions, Rebate Agreements, Compensation Plans: The content of the Notes tab is not copied to duplicated document.

PFUN-17452

Analytics: datamartContex.consumeDate should not to allow nested queries.

PFUN-17458

Upload to Data Source: The number of duplicates shows as 0.

PFUN-17459

Logic inheritance: Newly created logic is selectable as parent logic only after application refresh/relogin.

PFUN-17482

Workflow email links do not work for revised rebateAgreements with RelayState parameter targetPageState.

PFUN-17545

Adjust clicmanager.validation response to detect folders.

PFUN-17593

Charts: Error is thrown when changing the chart type and then opening a waterfall chart.

PFUN-17664

Rebates: Wrong URL link on button View Rebate Agreement in the message template (leads to Compensation Plans).

PFUN-17761

Remove useless “type” parameter sent by the frontend when requesting product recommendation via recommendations.recommend API endpoint.

PFUN-17771

MO: ModelContext.evaluate transforms results to String.

PFUN-17816

Duplicating a Rebate Record with Rank greater then 0 sets the Rank of the newly copied RR to 0.

PFUN-17904

Price List / LPG: The first table row is missing in exported PDF.

PFUN-17958

Data Change Request: Tooltip with old value is not shown in Unity when hovering over fields.

PFUN-17959

Unable to save product image (image flag not set to true because of postgres_HibernateOverrides).

PFUN-17999

Model Object: Parallel calculation items do not get copied if a sequence is partially recalculated.

PFUN-18098

Price Setting: When assigning PL/LPG/MPL to customer, customers are not pre-filled when editing customer assignment with multiple customers.

PFUN-18145

Advanced Filter: Crash after drag&drop when filter contains a custom date.

PFUN-18149

Model Objects: Traces are not accessible when testing a model_evaluation formula.

PFUN-18236

Model Objects: If you use a configurator inside another configurator, in dashboard or configurator tab, the frontend will call the wrong endpoint and things will fail.

PFUN-18257

Configurators: Input in multitier user entry is refreshed even though noRefresh is true.

PFUN-18303

Administration > Configuration: Changes are not saved if the Save button is under the three-dots icon due to limited space on screen.

PFUN-18354

Hot Fixes

The following hot fixes have been released for the 10.0 version:

10.0.1 PR

Description

ID

Description

ID

In an LPG header, fields overlap and are not displayed properly.

PFUN-18603

10.0.2 PR

The 10.0.2 hotfix was not publicly released. All 10.0.2 items are included in the 10.0.3 hotfix.

10.0.3 PR

Description

ID

Description

ID

Distributed calculation JobControl has improved retry behavior.

PFUN-18643

There are missing completions on Kubernetes worker jobs.

PFUN-18650

In Model Objects, a previously failed item is not recalculated when not in the CREATED state.

PFUN-18669

10.0.4 PR

Description

ID

Description

ID

LPG: Custom Mass Action not working with formula parameter (input).

PFUN-18795

Revert change in API that prevents modification of Inputs in some corner cases.

PFUN-18808

Analytics: Do not exclude key fields from dim-caching in IndexMaintenanceTask.

PFUN-18810

Interceptor - RQC DetailNewCheck return cannot stop running action.

PFUN-18824

Reinstate dropped "-add-opens java.base/java.lang=ALL-UNNAMED" JVM param.

PFUN-18955

 

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Pricefx version 13.1